WallStSmart

Carlisle Companies Incorporated (CSL)vsMadison Air Solutions Corporation (MAIR)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Carlisle Companies Incorporated generates 36% more annual revenue ($5.10B vs $3.75B). CSL leads profitability with a 14.2% profit margin vs 3.7%. CSL trades at a lower P/E of 19.4x. CSL earns a higher WallStSmart Score of 66/100 (B-).

CSL

Strong Buy

66

out of 100

Grade: B-

Growth: 4.7Profit: 8.0Value: 6.3Quality: 6.5
Piotroski: 3/9Altman Z: 3.52

MAIR

Buy

58

out of 100

Grade: C

Growth: 8.7Profit: 5.5Value: 4.0Quality: 4.5
Piotroski: 3/9Altman Z: 0.70

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CSL4 strengths · Avg: 9.0/10
Return on EquityProfitability
44.8%10/10

Every $100 of equity generates 45 in profit

Altman Z-ScoreHealth
3.5210/10

Safe zone — low bankruptcy risk

PEG RatioValuation
0.988/10

Growing faster than its price suggests

Operating MarginProfitability
22.9%8/10

Strong operational efficiency at 22.9%

MAIR2 strengths · Avg: 9.0/10
EPS GrowthGrowth
111.9%10/10

Earnings expanding 111.9% YoY

Revenue GrowthGrowth
20.9%8/10

Revenue surging 20.9% year-over-year

Areas to Watch

CSL3 concerns · Avg: 3.3/10
Price/BookValuation
8.2x4/10

Trading at 8.2x book value

Debt/EquityHealth
1.783/10

Elevated debt levels

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

MAIR4 concerns · Avg: 2.8/10
Return on EquityProfitability
4.5%3/10

ROE of 4.5% — below average capital efficiency

Profit MarginProfitability
3.7%3/10

3.7% margin — thin

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

P/E RatioValuation
61.1x2/10

Premium valuation, high expectations priced in

Comparative Analysis Report

WallStSmart Research

Bull Case : CSL

The strongest argument for CSL centers on Return on Equity, Altman Z-Score, PEG Ratio. PEG of 0.98 suggests the stock is reasonably priced for its growth.

Bull Case : MAIR

The strongest argument for MAIR centers on EPS Growth, Revenue Growth. Revenue growth of 20.9% demonstrates continued momentum.

Bear Case : CSL

The primary concerns for CSL are Price/Book, Debt/Equity, Piotroski F-Score. Debt-to-equity of 1.78 is elevated, increasing financial risk.

Bear Case : MAIR

The primary concerns for MAIR are Return on Equity, Profit Margin, Piotroski F-Score. A P/E of 61.1x leaves little room for execution misses. Thin 3.7% margins leave little buffer for downturns.

Key Dynamics to Monitor

CSL profiles as a value stock while MAIR is a growth play — different risk/reward profiles.

MAIR is growing revenue faster at 20.9% — sustainability is the question.

CSL generates stronger free cash flow (200M), providing more financial flexibility.

Monitor BUILDING PRODUCTS & EQUIPMENT industry trends, competitive dynamics, and regulatory changes.

Bottom Line

CSL scores higher overall (66/100 vs 58/100). Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Carlisle Companies Incorporated

INDUSTRIALS · BUILDING PRODUCTS & EQUIPMENT · USA

Carlisle Companies Incorporated is a diversified manufacturer of engineered products in the United States, Europe, Asia, Canada, Mexico, the Middle East, Africa, and internationally. The company is headquartered in Scottsdale, Arizona.

Madison Air Solutions Corporation

INDUSTRIALS · BUILDING PRODUCTS & EQUIPMENT · USA

Madison Air Solutions Corporation (MAIR) operates at the forefront of the HVAC industry, offering state-of-the-art air handling and ventilation systems tailored for both residential and commercial applications. Committed to delivering high-efficiency air quality solutions, the company emphasizes energy conservation and indoor environmental enhancement, aligning with global sustainability initiatives. With a diverse portfolio of innovative products and strategic alliances, Madison Air is well-positioned for robust growth in response to the rising demand for eco-friendly HVAC solutions. As the market landscape evolves, MAIR is strategically poised to harness its technological expertise and solid market presence to seize emerging opportunities.

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